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This is a list of Wasatch Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Wasatch Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Wasatch Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Wasatch Funds.
This page includes relevant dividend information on Wasatch Funds.
The table below illustrates valuable information regarding the primary fund manager for Wasatch Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Wasatch Funds.
This list includes asset allocation proportions of the underlying holdings for Wasatch Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|Wasatch Core Growth Fund||No Load (WGROX)||U.S. Small-Cap Growth Equity||$2,573.60||-1.34%||51.63%||1.19%||19.43|
|Wasatch Small Cap Growth Fund®||Inv (WAAEX)||U.S. Small-Cap Growth Equity||$2,215.06||1.06%||38.07%||1.17%||7.33|
|Wasatch Ultra Growth Fund||No Load (WAMCX)||U.S. Small-Cap Growth Equity||$1,552.93||37.44%||0.16%||1.24%||8.34|
|Wasatch International Growth Fund®||Inv (WAIGX)||International and Foreign Small & Mid-Cap Growth Equity||$954.84||7.24%||26.17%||1.46%||6.33|
|Wasatch Small Cap Value Fund||No Load (WMCVX)||U.S. Small-Cap Blend Equity||$812.10||-13.70%||48.36%||1.20%||22.47|
|Wasatch Micro Cap Fund||No Load (WMICX)||U.S. Small-Cap Growth Equity||$688.14||13.67%||8.66%||1.66%||16.34|
|Wasatch International Opportunities Fund®||Inv (WAIOX)||International and Foreign Small & Mid-Cap Growth Equity||$596.35||16.29%||6.04%||2.09%||3.99|
|Wasatch-Hoisington U.S. Treasury Fund||No Load (WHOSX)||Long-Term Government Bond||$488.34||27.12%||20.83%||0.69%||4.33|
|Wasatch Emerging Markets Small Cap Fund®||Inv (WAEMX)||Emerging Markets Equity||$348.68||9.09%||14.79%||1.99%||5.33|
|Wasatch Emerging India Fund®||Inv (WAINX)||India Equity||$239.49||-9.65%||11.76%||1.68%||9.1|
|Wasatch Micro Cap Value Fund||No Load (WAMVX)||Total Dividend Income Equity||$234.44||-2.64%||52.37%||1.74%||16.85|
|Wasatch Global Opportunities Fund®||Inv (WAGOX)||Total Dividend Income Equity||$126.89||0.00%||29.05%||1.56%||8.93|
|Wasatch Global Value Fund™||Inv (FMIEX)||World Large-Cap Equity||$106.41||-17.05%||94.41%||1.19%||6.79|
|Wasatch Emerging Markets Select Fund||Inv (WAESX)||Emerging Markets Equity||$52.23||16.06%||3.39%||1.97%||7.47|
|Wasatch Frontier Emerging Small Countries Fund®||Inv (WAFMX)||Emerging Markets Equity||$49.37||0.00%||48.23%||2.30%||3.99|
|Wasatch Global Select Fund||Inv (WAGSX)||World Large-Cap Equity||$11.00||N/A||N/A||N/A||0.67|
|Wasatch International Select Fund||Inv (WAISX)||International and Foreign Large-Cap Growth Equity||$3.83||N/A||91.65%||N/A||0.67|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
Wasatch is a company that sells mutual funds with $11,054M in assets under management. The average expense ratio from all mutual funds is 1.14%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1986. The average manager tenure for all managers at Wasatch is 8.04 years. The company offers investors 17 mutual funds, in terms of the number of individual fund symbols.
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